LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$7.27M
3 +$3.66M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.9M
5
CPA icon
Copa Holdings
CPA
+$558K

Top Sells

1 +$6.37M
2 +$5.79M
3 +$5.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.98M
5
SBNY
Signature Bank
SBNY
+$410K

Sector Composition

1 Financials 2.46%
2 Technology 1.76%
3 Consumer Discretionary 1.62%
4 Energy 1.47%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.58K ﹤0.01%
1,000
227
$1.45K ﹤0.01%
17
228
$1.39K ﹤0.01%
5
229
$1.26K ﹤0.01%
3
230
$1.23K ﹤0.01%
12
231
$1.11K ﹤0.01%
4
232
$1.05K ﹤0.01%
94
233
$1K ﹤0.01%
11
234
$914 ﹤0.01%
4
235
$808 ﹤0.01%
5
236
$793 ﹤0.01%
30
-100
237
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238
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239
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27
240
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13
241
$481 ﹤0.01%
19
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242
$420 ﹤0.01%
15
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$349 ﹤0.01%
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-100
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-40
248
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249
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250
-2,717